Using ERP for Strategic Business Management

𝐄𝐑𝐏 𝐒𝐞𝐥𝐞𝐜𝐭𝐢𝐨𝐧 & 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧: 𝐈𝐭’𝐬 𝐧𝐨𝐭 𝐚𝐛𝐨𝐮𝐭 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 – 𝐢𝐭’𝐬 𝐚𝐛𝐨𝐮𝐭 𝐩𝐞𝐨𝐩𝐥𝐞, 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 & 𝐨𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩 Too often, companies underestimate how deeply an ERP system affects their organisation. It’s more than IT — it touches every workflow, department and user. Here’s a strategic breakdown of what to focus on before and during your ERP journey: ✅ 1. 𝐏𝐚𝐜𝐤𝐚𝐠𝐞 𝐒𝐞𝐥𝐞𝐜𝐭𝐢𝐨𝐧: 𝐘𝐨𝐮 𝐬𝐞𝐭 𝐭𝐡𝐞 𝐫𝐮𝐥𝐞𝐬 Start by defining your own criteria — don’t let the vendor lead. Legal and compliance needs (e.g. e-invoicing, tax rules) Functional MoSCoW analysis for both AS-IS and TO-BE Clear business drivers for change: growth, process harmonisation, cost, local vs global TCO & ROI 🌍 𝘙𝘰𝘭𝘭𝘪𝘯𝘨 𝘰𝘶𝘵 𝘢𝘤𝘳𝘰𝘴𝘴 𝘤𝘰𝘶𝘯𝘵𝘳𝘪𝘦𝘴? Align your requirements early, especially when consolidating multiple legacy systems into one global ERP. 💬 2. 𝐓𝐡𝐞 𝐒𝐚𝐥𝐞𝐬 𝐏𝐫𝐨𝐜𝐞𝐬𝐬: Sales sells, but delivery makes it real Be critical in the sales phase. The account manager promises, but the implementation team delivers. 👉 𝘉𝘳𝘪𝘯𝘨 𝘪𝘯 𝘢𝘯 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵 𝘤𝘰𝘯𝘴𝘶𝘭𝘵𝘢𝘯𝘵 to challenge assumptions, safeguard your interests and help define realistic scopes and expectations. 🛠️ 3. 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧: 𝐈𝐧𝐯𝐨𝐥𝐯𝐞 𝐮𝐬𝐞𝐫𝐬 𝐞𝐚𝐫𝐥𝐲 𝘈𝘥𝘰𝘱𝘵, 𝘥𝘰𝘯’𝘵 𝘢𝘥𝘢𝘱𝘵. The organisation must embrace the system — not the other way around. Key users should participate in workshops, data prep, and design decisions. This avoids late-stage surprises (aka "skeletons in the closet"). 🔄 4. 𝐂𝐡𝐚𝐧𝐠𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐨𝐩𝐭𝐢𝐨𝐧𝐚𝐥 It runs parallel to implementation — not after. 🎯 𝘌𝘯𝘨𝘢𝘨𝘦 𝘬𝘦𝘺 𝘶𝘴𝘦𝘳𝘴 𝘦𝘢𝘳𝘭𝘺, train them well, and make them ambassadors. Their ownership ensures smoother UAT, go-live and post-go-live support. 📝 5. 𝐃𝐨𝐜𝐮𝐦𝐞𝐧𝐭 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 Every choice, configuration and exception should be documented. Start building training material as early as possible — don’t wait until the end. 🚦 6. 𝐂𝐮𝐭-𝐨𝐯𝐞𝐫 & 𝐆𝐨-𝐥𝐢𝐯𝐞: 𝐏𝐥𝐚𝐧 𝐢𝐭 𝐥𝐢𝐤𝐞 𝐚 𝐜𝐚𝐦𝐩𝐚𝐢𝐠𝐧 Create a clear go-live timeline with a RACI matrix. Define who does what, and ensure all levels — including the floor — are informed and aligned. 📅 𝘋𝘰𝘯’𝘵 𝘧𝘰𝘳𝘨𝘦𝘵 𝘩𝘰𝘭𝘪𝘥𝘢𝘺𝘴 𝘢𝘯𝘥 𝘱𝘦𝘢𝘬 𝘱𝘦𝘳𝘪𝘰𝘥𝘴. A calm go-live is a successful one. 📈 7. 𝐏𝐨𝐬𝐭-𝐆𝐨-𝐋𝐢𝐯𝐞 𝐎𝐩𝐭𝐢𝐦𝐢𝐬𝐚𝐭𝐢𝐨𝐧 Form a dedicated optimisation team to manage improvements and fine-tuning. Make a clear distinction between critical issues and functional refinements. 💡 𝐅𝐢𝐧𝐚𝐥 𝐭𝐡𝐨𝐮𝐠𝐡𝐭: ERP is never the goal. It’s a tool to support better business execution — when done with the right process, people and mindset. Have you been through an ERP transformation recently? I’d love to hear your lessons 👇 #ERP #Implementation #ChangeManagement #DigitalTransformation #BusinessProcess #Leadership #Odoo #oracle #sap #Consulting

𝗘𝘃𝗲𝗿𝘆 𝗘𝗥𝗣 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗵𝗶𝘁𝘀 𝘁𝗵𝗶𝘀 𝗰𝗿𝗼𝘀𝘀𝗿𝗼𝗮𝗱𝘀: 𝗕𝗲𝗻𝗱 𝘁𝗵𝗲 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘁𝗼 𝗳𝗶𝘁 𝘆𝗼𝘂, 𝗼𝗿 𝗮𝗱𝗮𝗽𝘁 𝘁𝗼 𝗳𝗶𝘁 𝘁𝗵𝗲 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲? This is probably the most strategic choice you'll make. Everyone thinks it's about software capabilities, when it's actually about business strategy. I hear this every kickoff meeting: "But we're different. Our processes make us successful." Ok.  Then your budget balloons by 50-60%.  Your timeline stretches by 6+ months.  And when upgrade time comes around you're stuck... ...because your custom code breaks with every vendor update ...and you can't afford to rewrite the customization. 𝗛𝗲𝗿𝗲'𝘀 𝗧𝗵𝗲 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗦𝘄𝗲𝗲𝘁 𝗦𝗽𝗼𝘁: Standard processes are wisdom from thousands of companies who solved your problems already. You're not settling. When you go standard, you get: → 40-50% faster implementation  → Upgrades that work  → Real vendor support  → Tried and tested processes Of course there's always an argument for going custom... 𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝗲𝗻 𝗖𝘂𝘀𝘁𝗼𝗺 𝗠𝗮𝗸𝗲𝘀 𝗦𝗲𝗻𝘀𝗲: ✅ Legal / regulatory requirements  ✅ Processes that create market advantage  ✅ Industry workflows with real customer value 𝗦𝗼 𝘁𝗵𝗲 𝗸𝗲𝘆 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝘁𝗼 𝗮𝘀𝗸 𝗶𝘀: "Does this process differentiate us in the market, or is it just how we've always done things?" If you can't connect it to revenue or competitive advantage, standardize it. 𝗠𝘆 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗮𝘁𝗶𝗼𝗻: 80% standard, 20% strategic custom.  That 20% better genuinely matter to your business. The goal isn't to replicate your current state. It's to build your future state. Most of the famous "70% of ERPs fail" statistic are due to those who customized too far... ...away from their competitive advantage ...and out of realizing ERP value. Let me know your thoughts in the comments.  And follow me if you like this type of content. #ERP #DigitalTransformation #BusinessStrategy

ERP projects have a reputation for overruns, delays, and frustration... and for good reason. Too often, businesses focus on the software itself rather than the people and processes that make it work. From my experience leading ERP transformations across multiple industries, the difference between failure and success isn’t in the system. It’s in how you architect the journey. Clear vision, measurable success criteria, and structured change management are far more important than chasing the latest feature or module. AI and modern analytics can accelerate this process, but they are tools, not solutions. The real leverage comes from aligning technology with business objectives, enabling teams, and creating repeatable processes that scale. An ERP system should be a business asset, not a burden. When approached strategically, it drives efficiency, insight, and sustainable growth without sacrificing morale or overextending resources. The question every leader should ask isn’t, “Can this software do X?”—it’s, “How can this system make my people more effective, my decisions smarter, and my business stronger?” #ERP #DigitalTransformation #Leadership #AI

Last month, our CFO asked me a question that changed everything: "Why are we still manually approving purchase orders when AI can predict what we need before we know it ourselves?" That's when I realized: ERP isn't dead. It's evolving into something entirely different. Traditional ERP implementations take 18-24 months. By 2025, AI agents will reshape demand for software platforms, filling gaps in existing ERPs. We're not just upgrading systems anymore. Old ERP: Manual data entry, batch processing, reactive reports Intelligent ERP: Predictive analytics, real-time insights, proactive decisions This is what happened when we implemented AI-powered ERP modules: Supply Chain: Predicts shortages 3 weeks ahead leading to reduction in stock-outs Finance: Auto-categorizes 95% of transactions HR: Identifies flight risk employees 6 months early SMBs can't afford 18-24 month implementations. They need quick wins from cloud-first ERP systems. 2025 is a landmark year for SaaS as AI takes the driver's seat. Companies still running on legacy ERP are like horses racing against Formula 1 cars. QUICK ROADMAP THAT WORKS 1. Audit Current State - What processes scream for intelligence? 2. Start Small - Pick one module, prove ROI 3. Scale Fast - Expand to connected processes 4. Measure Everything - AI without metrics is just expensive software Your ERP strategy today determines your market position tomorrow. #ERPTransformation #AIinBusiness #DigitalTransformation #IntelligentERP #BusinessAutomation Epicor

Notes from the field. Part III When the Customer takes charge of their ERP and their future. Ok, so that took a minute but here we are with part III. And the name of the customer is revealed: ALICO S.A.S | BIC from Medellin, Colombia, through the voice of Elias Jaramillo, Director of Supply Chain and one of the main players that directed the ERP selection and the roll out of the solution. After successfully implementing Epicor Kinetic for the entire business, all modules all functions which is to be expected as the bare minimum for an ERP investment, Alico knew already what was next. No ERP, at least none of the world class generally considered leaders, was capable to manage the functional gap in job sequencing for Alico, that was the gap also for Epicor. Their genius was that, understanding this, they focused on the technology and flexibility of the new system so they could bend it to their needs. Instead of settling on the shortcomings they went on and developed a solution themselves, collaborating with experts from universities in the US and ultimately with the University of Medellin: an ad hoc job sequencing algorithm connected to Epicor's belly. The ERP feeds the algorithm with the engineering and job specifications, and the algorithm feeds back the best sequencing scenario into Epicor planning capabilities, solving the very core of their secret sauce. They did this on their own with minimal support from us. But that wasn’t the end. Once they achieved operational excellence and streamlined their business for maximum performance they moved on to the next level of integration. Their precise manufacturing execution data allowed them to anticipate their growth needs down to capital equipment investments. Buying the kinds of machines they need takes about 18 months between searching, contracting, importing and installation, so knowing when to buy them so as not to miss business opportunities and keeping customers happy is key to sustained growth without sacrificing profitability. And that is what they did. Based on operations data today they can predict with precision when to buy new machinery to have it ready and functioning when increased demand hits, at least 18 months in advance... How is that for future capacity planning? Yes, this can be accomplished in many ways and tools exist for it, but in this case the customer took control and made it happen starting with the way they selected their ERP at the very beginning. They knew from day one. Pure unfiltered genius. Hear directly from Elias in the clip below and for the full formal case study visit https://lnkd.in/e953F-ze Gonzalo F. Nuñez, Christian Wettre, Ron Canty, Gonzalo B. Nuñez, Angel Ruiz, Verónica Carolina Rodriguez Moega, Ricardo Trejo, Rodrigo Rebolledo Kanter, Isa Núñez, Ingrid Cárdenas, Jennifer Gostisha, Brenda Nobleza, Pedro Javier Garza Arias, Jose Antonio Lopez Chauvet, John Martese, Edward Torres, Tommy C.

PeopleSoft and ERP upgrades fail for one reason. It’s not technology. Businesses invest millions in their PeopleSoft and ERP systems, expecting efficiency and scalability. Yet, delays, resistance, and poor adoption derail progress. Why? They ignore the real driver: alignment with business needs. ERP is a tool. Without proper alignment, it’s an expensive mistake. Here’s what works: 1. Understand user needs - What processes need improvement? - What pain points exist today? - Who benefits from the upgrade? 2. Align with business goals - Does the system support strategic priorities? - Will it improve decision-making? - How does it impact long-term growth? 3. Bridge the gap - Train people on the new system. - Develop clear workflows. - Get leadership buy-in early. Technology alone won’t fix broken processes. Alignment turns your PeopleSoft and ERP apps from a burden into an asset.

Nucleus Research found that companies utilizing Infor’s enterprise resource planning (ERP) system typically realize a 20 percent increase in employee productivity, a five percent increase in revenue, and an eight percent decrease in operational costs. Analysts conducted an interview with a materials manufacturer that needed a new ERP system after becoming a private company. By moving to Infor CloudSuite Industrial, the company avoided the cost of setting up an IT department, improved inventory and logistics management, and scaled its revenue from £16 million to £50 million. The switch also helped streamline customer service operations, reducing the department by one-third through better document tracking and automation. Additionally, invoicing and tracking improvements cut overdue payments (90+ days) from £90,000 to just £1,000 per month, giving the company better cash flow and more control over its finances. This transition to Infor CloudSuite Industrial reinforced the importance of strategic customizations, as small adjustments, particularly in financial workflows, can compound into major efficiency gains, which allowed the company to streamline daily operations without compromising system stability. Link in comments.

🚨 ERP isn’t an IT project—it’s a business transformation. 🚨 Too many companies approach ERP as a software install. Flip the switch, train a little, hope it sticks. The result? 🔻 Low adoption 🔻 Workarounds and spreadsheets 🔻 Frustrated teams At Scaled Solutions Group, we know success looks different: ✅ Process redesign before system redesign ✅ Change champions across departments ✅ Training that’s role-based, not “generic overview” ✅ Leadership buy-in that drives culture, not just technology 💡 Digital transformation isn’t about buying ERP. It’s about aligning people, process, and systems to unlock growth. If your ERP feels more like a burden than a catalyst, it’s time to rethink the approach. 👉 Let’s talk about turning sticky notes into strategy. Have you "SCALED"? https://lnkd.in/g3peD894 #ERP #EpicorP21 #KineticERP #DigitalTransformation #ChangeManagement #DistributionERP #ManufacturingExcellence

Enterprise Resource Planning (ERP) is more than just a buzzword – it's a strategic investment with significant financial implications. And often, we forget the financial implications of our tech investments. Here are a few important considerations that CDOs/CIOs should be looking at from a financial angle: - ROI of ERP Implementations: Perform an in-depth analysis of how ERP systems have transformed businesses, driving impressive returns on investment. - Total Cost of Ownership (TCO): Dive into TCO discussions to understand the full financial spectrum of ERP. It's not just about the upfront software and hardware costs but also ongoing expenses that should be accounted for. - ERP Selection and Budgeting: Learn about the critical process of budgeting for ERP selection and implementation. Accurate cost estimation and budget management are paramount for a successful ERP journey. - ERP and Financial Reporting: Discover how ERP systems can revolutionize financial reporting and decision-making, leading to substantial cost savings or revenue enhancements. - Cloud-Based ERP vs. On-Premises: Analyze the financial implications of choosing between cloud-based ERP systems and on-premises solutions. Consider factors such as initial costs, ongoing expenses, and scalability. - ERP and Supply Chain Cost Optimization: Delve into how ERP systems can fine-tune supply chain management, reduce inventory costs, and enhance logistics, ultimately impacting your bottom line. - ERP Implementation Challenges: Understand the financial risks associated with ERP implementation, including project delays, scope creep, and unexpected costs. Awareness is the first step to mitigation. - Regulatory Compliance and ERP: Investigate how ERP systems aid organizations in complying with financial regulations, potentially helping avoid penalties and legal costs. - ERP and Business Process Improvements: How ERP systems can streamline and enhance business processes, ultimately leading to financial efficiencies and cost savings. Have I missed anything? Elaborate on the list. #erp #erpfinance #cio

CFOs picking ERP systems without a tech strategy are just buying expensive headaches. I’ve seen it too often: • Finance leads the ERP selection • IT is looped in late • Business users are consulted, barely • The goal? "Fix reporting" or "streamline processes." What follows? Years of implementation pain. Skyrocketing costs. User adoption nightmares. And a system that solves yesterday’s problems… not tomorrow’s. Here’s the hard truth: An ERP isn’t a finance tool. It’s a business operating system. If your tech architecture, data governance, and process redesign aren’t part of the conversation upfront, you’re not transforming. You’re just digitizing dysfunction. Strategic CFOs know this. They partner early with CIOs. They co-own a tech roadmap. They define value beyond cost savings. Because picking the wrong ERP doesn’t just waste money. It locks your business into complexity for a decade. So ask yourself: Are you selecting systems strategically? or reacting tactically under pressure? #CFO #ERP #FinanceTransformation #TechStrategy #DigitalLeadership #StrategicFinance